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<Research> CMBI: Meta Platforms, Inc. (META.US) AI Accelerates Ad Revenue Growth, Maintains Buy
CMBI issued a research report noting that Meta Platforms, Inc. (META.US) recorded total revenue of USD55 billion in 1Q26, up 33% YoY and largely in line with market expectations. O...
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<Research> CMBI: Meta Platforms, Inc. (META.US) AI Accelerates Ad Revenue Growth, Maintains Buy
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CMBI issued a research report noting that Meta Platforms, Inc. (META.US)      recorded total revenue of USD55 billion in 1Q26, up 33% YoY and largely in line with market expectations. Operating profit rose 30% YoY to USD22.9 billion, exceeding market expectations by 18%, mainly driven by strong operating leverage. Management guided that total revenue for 2Q26 will increase 22% to 28% YoY to between USD58 billion and USD61 billion, broadly in line with market expectations of USD59.6 billion.

The broker noted that Meta Platforms, Inc. raised its FY2026 capital expenditure guidance from the previous USD115 billionUSD135 billion to USD125 billionUSD145 billion, representing YoY growth of 73% to 101%, primarily due to rising core component costs and increased investment in data centers. The report indicated that the move has triggered concerns among some investors regarding return on investment and potential earnings pressure.

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CMBI raised its FY2026FY2028 total revenue forecasts by 3% to 6%, mainly driven by rapid AI-powered advertising revenue growth. The broker is optimistic about Meta Platforms, Inc.'s talent pool and computing power reserves, which support its vision of achieving personal superintelligence. It believes AI investment will continue to drive growth in its core businesses, and therefore maintains a Buy rating with a TP of USD880, implying 29x FY2026 forecast PE. (ad/da)(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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